Coatue Management portfolio · 2008-03-31
Disclosed long book
$1.50 billion
Long positions
62
Calls / puts
0 / 0
Top 5 concentration
55.1%
Longs with AI data
0 / 62
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
APPLE INC APPLE INC · COM · 037833100 | LONG | 1,323,719 | $190.0 million | 12.7% | INCREASED | — | 1Y — 5Y — |
RESEARCH IN MOTION LTD RESEARCH IN MOTION LTD · COM · 760975102 | LONG | 1,609,181 | $180.6 million | 12.1% | NEWLY REPORTED | — | 1Y — 5Y — |
QUALCOMM INC QUALCOMM INC · COM · 747525103 | LONG | 4,046,446 | $165.9 million | 11.1% | NEWLY REPORTED | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 348,014 | $153.3 million | 10.2% | NEWLY REPORTED | — | 1Y — 5Y — |
SOHU COM INC SOHU COM INC · COM · 83408W103 | LONG | 2,995,138 | $135.2 million | 9.0% | NEWLY REPORTED | — | 1Y — 5Y — |
BANKRATE INC BANKRATE INC · COM · 06646V108 | LONG | 1,798,571 | $89.7 million | 6.0% | NEWLY REPORTED | — | 1Y — 5Y — |
LAWSON SOFTWARE INC NEW LAWSON SOFTWARE INC NEW · COM · 52078P102 | LONG | 10,582,981 | $79.7 million | 5.3% | NEWLY REPORTED | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 322,673 | $77.3 million | 5.2% | NEWLY REPORTED | — | 1Y — 5Y — |
MACROVISION CORP MACROVISION CORP · COM · 555904101 | LONG | 2,494,445 | $33.7 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
SIGMA DESIGNS INC SIGMA DESIGNS INC · COM · 826565103 | LONG | 1,370,135 | $31.1 million | 2.1% | NEWLY REPORTED | — | 1Y — 5Y — |
AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC · COM · 00971T101 | LONG | 1,069,933 | $30.1 million | 2.0% | REDUCED | — | 1Y — 5Y — |
HOME INNS & HOTELS MGMT INC HOME INNS & HOTELS MGMT INC · SPON ADR · 43713W107 | LONG | 1,463,340 | $28.8 million | 1.9% | NEWLY REPORTED | — | 1Y — 5Y — |
RAYMOND JAMES FINANCIAL INC RAYMOND JAMES FINANCIAL INC · COM · 754730109 | LONG | 1,000,000 | $23.0 million | 1.5% | NEWLY REPORTED | — | 1Y — 5Y — |
CREE INC CREE INC · COM · 225447101 | LONG | 820,012 | $22.9 million | 1.5% | NEWLY REPORTED | — | 1Y — 5Y — |
NORTEL NETWORKS CORP NEW NORTEL NETWORKS CORP NEW · COM NEW · 656568508 | LONG | 3,084,600 | $20.6 million | 1.4% | NEWLY REPORTED | — | 1Y — 5Y — |
GARMIN LTD GARMIN LTD · ORD · G37260109 | LONG | 325,000 | $17.6 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 500,000 | $17.3 million | 1.2% | NEWLY REPORTED | — | 1Y — 5Y — |
MARCHEX INC MARCHEX INC · CL B · 56624R108 | LONG | 1,537,790 | $15.3 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
FOCUS MEDIA HLDG LTD FOCUS MEDIA HLDG LTD · SPONSORED ADR · 34415V109 | LONG | 436,447 | $15.3 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
BLUE NILE INC BLUE NILE INC · COM · 09578R103 | LONG | 234,457 | $12.7 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
TECHTARGET INC TECHTARGET INC · COM · 87874R100 | LONG | 890,444 | $12.6 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
O2MICRO INTERNATIONAL LTD O2MICRO INTERNATIONAL LTD · SPONS ADR · 67107W100 | LONG | 1,497,964 | $11.6 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
LG DISPLAY CO LTD LG DISPLAY CO LTD · SPONS ADR REP · 50186V102 | LONG | 500,000 | $11.2 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
SILICON MOTION TECHNOLOGY CO SILICON MOTION TECHNOLOGY CO · SPONSORED ADR · 82706C108 | LONG | 762,168 | $10.8 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
SIERRA WIRELESS INC SIERRA WIRELESS INC · COM · 826516106 | LONG | 572,536 | $9.1 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
UNDER ARMOUR INC UNDER ARMOUR INC · CL A · 904311107 | LONG | 242,259 | $8.9 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
SANDISK CORP SANDISK CORP · COM · 80004C101 | LONG | 390,685 | $8.8 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
LDK SOLAR CO LTD LDK SOLAR CO LTD · SPONSORED ADR · 50183L107 | LONG | 320,000 | $8.6 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
AU OPTRONICS CORP AU OPTRONICS CORP · SPONSORED ADR · 002255107 | LONG | 500,000 | $8.6 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
SIRF TECHNOLOGY HLDGS INC SIRF TECHNOLOGY HLDGS INC · COM · 82967H101 | LONG | 1,649,104 | $8.4 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
OMNIVISION TECHNOLOGIES INC OMNIVISION TECHNOLOGIES INC · COM · 682128103 | LONG | 494,042 | $8.3 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
CHINA DIGITAL TV HLDG CO LTD CHINA DIGITAL TV HLDG CO LTD · SPONSORED ADR · 16938G107 | LONG | 370,000 | $6.9 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
KNOT INC KNOT INC · COM · 499184109 | LONG | 559,834 | $6.6 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
TRAVELZOO INC TRAVELZOO INC · COM · 89421Q106 | LONG | 581,628 | $6.4 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
THE9 LTD THE9 LTD · ADR · 88337K104 | LONG | 241,951 | $5.0 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
FALCONSTOR SOFTWARE INC FALCONSTOR SOFTWARE INC · COM · 306137100 | LONG | 640,155 | $4.9 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
BROADCOM CORP BROADCOM CORP · CL A · 111320107 | LONG | 240,000 | $4.6 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
CHENIERE ENERGY INC CHENIERE ENERGY INC · COM NEW · 16411R208 | LONG | 200,000 | $4.0 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
SKILLSOFT PLC SKILLSOFT PLC · SPONSORED ADR · 830928107 | LONG | 241,769 | $2.5 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
REALNETWORKS INC REALNETWORKS INC · COM · 75605L104 | LONG | 433,729 | $2.5 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
NAVTEQ CORP NAVTEQ CORP · COM · 63936L100 | LONG | 31,030 | $2.1 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
FORMFACTOR INC FORMFACTOR INC · COM · 346375108 | LONG | 109,215 | $2.1 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CHINA TECHFAITH WIRLS COMM T CHINA TECHFAITH WIRLS COMM T · SPONSORED ADR · 169424108 | LONG | 355,733 | $1.9 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
COMTECH TELECOMMUNICATIONS C COMTECH TELECOMMUNICATIONS C · COM NEW · 205826209 | LONG | 44,287 | $1.7 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
MICREL INC MICREL INC · COM · 594793101 | LONG | 175,890 | $1.6 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
THQ INC THQ INC · COM NEW · 872443403 | LONG | 67,966 | $1.5 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
SUCCESSFACTORS INC SUCCESSFACTORS INC · COM · 864596101 | LONG | 150,952 | $1.5 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CROWN CASTLE INTL CORP CROWN CASTLE INTL CORP · COM · 228227104 | LONG | 36,936 | $1.3 million | 0.1% | REDUCED | — | 1Y — 5Y — |
ISILON SYS INC ISILON SYS INC · COM · 46432L104 | LONG | 239,426 | $1.2 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
RF MICRODEVICES INC RF MICRODEVICES INC · COM · 749941100 | LONG | 426,929 | $1.1 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
UTSTARCOM INC UTSTARCOM INC · COM · 918076100 | LONG | 350,000 | $994,000 | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
R H DONNELLEY CORP R H DONNELLEY CORP · COM NEW · 74955W307 | LONG | 183,000 | $926,000 | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
LA Z BOY INC LA Z BOY INC · COM · 505336107 | LONG | 108,809 | $907,000 | 0.1% | UNCHANGED | — | 1Y — 5Y — |
TRIDENT MICROSYSTEMS INC TRIDENT MICROSYSTEMS INC · COM · 895919108 | LONG | 170,188 | $876,000 | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
IDEARC INC IDEARC INC · COM · 451663108 | LONG | 233,000 | $848,000 | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
NUTRI SYS INC NEW NUTRI SYS INC NEW · COM · 67069D108 | LONG | 50,000 | $754,000 | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
IPASS INC IPASS INC · COM · 46261V108 | LONG | 234,898 | $709,000 | 0.0% | INCREASED | — | 1Y — 5Y — |
COGENT INC COGENT INC · COM · 19239Y108 | LONG | 65,795 | $620,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
SELECT COMFORT CORP SELECT COMFORT CORP · COM · 81616X103 | LONG | 156,811 | $565,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
ARIBA INC ARIBA INC · COM NEW · 04033V203 | LONG | 47,653 | $460,000 | 0.0% | UNCHANGED | — | 1Y — 5Y — |
SECURE COMPUTING CORP SECURE COMPUTING CORP · COM · 813705100 | LONG | 50,735 | $327,000 | 0.0% | REDUCED | — | 1Y — 5Y — |
AUTHENTIDATE HLDG CORP AUTHENTIDATE HLDG CORP · COM · 052666104 | LONG | 94,564 | $42,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |